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Wealthspire Advisors (New York)’s WisdomTree US MidCap Fund EZM Stock Holding History

Wealthspire Advisors (New York)’s Portfolio EZM Stock Details EZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$434K Sell
6,454
-70
-1% -$4.84K ﹤0.01% 615
2025
Q4 		$436K Hold
6,524
– – ﹤0.01% 657
2025
Q3 		$430K Sell
6,524
-94
-1% -$6.07K ﹤0.01% 570
2025
Q2 		$409K Sell
6,618
-121
-2% -$7.12K ﹤0.01% 591
2025
Q1 		$402K Sell
6,739
-6,455
-49% -$403K ﹤0.01% 570
2024
Q4 		$825K Buy
13,194
+6,310
+92% +$404K 0.01% 412
2024
Q3 		$429K Sell
6,884
-311
-4% -$18.6K ﹤0.01% 530
2024
Q2 		$416K Hold
7,195
– – 0.01% 466
2024
Q1 		$439K Hold
7,195
– – 0.01% 447
2023
Q4 		$413K Hold
7,195
– – 0.01% 449
2023
Q3 		$365K Sell
7,195
-381
-5% -$20.3K 0.01% 452
2023
Q2 		$401K Sell
7,576
-113
-1% -$5.61K 0.01% 408
2023
Q1 		$382K Sell
7,689
-100
-1% -$5.16K 0.01% 398
2022
Q4 		$379K Hold
7,789
– – 0.01% 415
2022
Q3 		$343K Hold
7,789
– – 0.01% 392
2022
Q2 		$358K Hold
7,789
– – 0.01% 363
2022
Q1 		$426K Buy
7,789
+391
+5% +$21.2K 0.01% 294
2021
Q4 		$416K Hold
7,398
– – 0.01% 353
2021
Q3 		$385K Buy
+7,398
New +$389K 0.01% 408
2021
Q2 		– Sell
-8,105
Closed -$413K – 477
2021
Q1 		$413K Buy
+8,105
New +$389K 0.01% 446
2020
Q2 		– Sell
-10,500
Closed -$277K – 357
2020
Q1 		$277K Buy
+10,500
New +$388K 0.01% 403

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Wealthspire Advisors (New York)'s EZM Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its WisdomTree US MidCap Fund (EZM) stake by 1.1% in Q1 2026, selling an estimated $4.84K and leaving 6,454 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Wealthspire Advisors (New York) first reported a position in EZM in Q1 2020 and has held it in 21 quarters since. The position peaked at $825K in Q4 2024. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Wealthspire Advisors (New York) held 6,454 shares of WisdomTree US MidCap Fund worth $434K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 70 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $4.84K.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #615 holding.
  • Wealthspire Advisors (New York) first reported a position in WisdomTree US MidCap Fund in Q1 2020 and has held it in 21 quarters since.
  • Wealthspire Advisors (New York)'s WisdomTree US MidCap Fund position peaked at $825K in Q4 2024.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.